Collaborators are team members that can assist in managing conversations associated with a contact. Like contact owners, collaborators will get notified and be able to reply to new messages. There is no limit to the number of collaborators you can assign to a contact.
Add collaborator
To assign collaborators to a contact, follow the steps outlined below:
- Click the icon on the top right of a conversation
- A list of all users will appear, categorized by teams
- Select all the users you wish to add as collaborators to the contact, and click “Add collaborators”
- The avatars of users who have been added as collaborators will appear at the top of the list under "Collaborators"
- Avatars of these users will also appear on the top right corner of the the conversation with the contact
Remove collaborator
To remove a collaborator from a contact, follow the steps outlined below:
- Click the icon on the top right of a conversation
- In the dropdown that appears, collaborators that have been assigned to the contact will be displayed under "Collaborators"
- Click on the red circle on the top right corner of the collaborator's avatar to remove them